Allegiant Private Advisors Welcomes Karen Rivot, CFP®

APA Rivot 3x4HI RGBThe Allegiant Private Advisors team is pleased to announce that Karen Rivot, CFP®, has joined our team as a Senior Operations Specialist. 

“Our clients enjoy the strength and stability of a committed team with long-term vision, deep expertise in all phases of their financial lives, and a philosophy that all our relationships should feel like family,” said Allegiant Private Advisors President Benjamin W. Jones, CFP®, AIF®. “We’re thrilled to welcome Karen to the Allegiant family in a key role on our Customer Service team. Allegiant’s concierge-level service provides the utmost level of reliability and responsiveness supporting our firm’s focus on delivering the highest caliber comprehensive wealth management.” 

In her new position, Rivot is responsible for assisting clients with account maintenance, client requests, money movements as well as collaborating with the Wealth Advisor Team on Financial Planning initiatives.  Prior to joining Allegiant, she worked at Merrill Lynch and Suntrust Investment Services as an Investment Associate and most recently as a Client Service Manager at High Tower Advisors. Rivot received her bachelor’s degree in Psychology from the State University of New York at Oneonta and holds her CERTIFIED FINANCIAL PLANNER™ certification.

Please join us in welcoming Karen to the Allegiant family!